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Technology Stocks : Cymer (CYMI) -- Ignore unavailable to you. Want to Upgrade?

To: GREATMOOD who wrote (8864)	11/10/1997 10:02:00 AM
From: Paul Dieterich	Read Replies (1) \| Respond to of 25960

Elliot Rogers also said that ---Intel will be producing .18 micron MPU's within 18 months. This industry is technology driven, not capacity driven. ---Mask-related companies are 100% disconnected from other cap equipment sectors. ---Also, SE Asian fab co's are buy and sell in US dollars, so they will be insulated from local currency fluctuations. ---Intel will have to completely reequip the Digital fab they are getting, in addition to the new Israeli fab (and we have heard that the Digital fab will be .25). Increasingly we are seeing that the first place chip manufacturers are going to be spending capital will be in the shift to .25 to increase output and enhance IC speed. And .25 to .18 means Cymer, 80% worldwide.